Jackson Sowell has been an investment adviser representative at Kinetic Investment Management since March 2024, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Jackson Sowell’s longest registration is the current one, 2 years at Kinetic Investment Management since 2024. Before joining Kinetic Investment Management in 2024, Jackson Sowell was registered through Simplicity Wealth.
- – present · 2 yearsAdviser representative · Firm CRD 283034
- Simplicity Wealth– · under a yearBowling Green, KY · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Jackson Sowell is registered as an investment adviser representative in Kentucky, since March 2024.
- KentuckySince 7 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7695074
- Firm
- Kinetic Investment Management · CRD 283034
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jackson Sowell work?
Jackson Sowell is an investment adviser representative registered through Kinetic Investment Management, Inc. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Sowell a financial advisor?
Yes. Jackson Sowell has a current investment-adviser registration in Kentucky, through Kinetic Investment Management since March 2024.
How many years of experience does Jackson Sowell have?
Jackson Sowell has 3 years in the financial industry, since March 2023, across 2 adviser firms.
What exams has Jackson Sowell passed?
Jackson Sowell passed the Series 65 in December 2022.
Where did Jackson Sowell work before Kinetic Investment Management?
Before Kinetic Investment Management, Jackson Sowell was registered through Simplicity Wealth, February 2023 to February 2024.
Is Jackson Sowell registered with FINRA?
No. Jackson Sowell has no current broker registration.
How can I verify Jackson Sowell’s record?
Search CRD 7695074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Sowell’s full registration record.